MediaOS provides multiple ways to quickly apply payments to invoices.

Manually Creating and Applying Payments to Invoices
If you need to manually enter a payment, whether once received via cash, check, or another form of payment, follow the steps below.

• Navigate to the account you need to create a payment for.
• Select the Accounting Tab above the Account's activity list.
• Select the +New button and choose Payment from the dropdown. This will pull up the New Payment screen.
• Select the type of payment you are entering. The following options are available:
  • Credit Card on File and Bank Account on File: IMPORTANT: Selecting either of these options will run a charge through your payment processor for the payment amount entered. Do not utilize these options if you have already received the funds for the payment you're entering. If you are utilizing either of these options, you must also select the payment account on file in order to save and charge the payment.
  • Credit (Externally Processed), Cash, Check, and Other: These options indicate a payment has been received outside of MediaOS and indicate the form of payment received. When selecting Credit (Externally Processed) or Check, you must include the last four numbers of the check or the credit card in the Check No/Last Four of CC field.
• Fill out the remaining fields, where required (see above) and input the payment amount.
• Select the check box next to any outstanding invoices you wish to apply the payment to. When you select an invoice, the system will attempt to apply the full amount of the payment to the invoice.
  • If you are applying a single payment to multiple invoices you may edit the amount applied to each invoice with the Amount Applied field on the right side of the screen.
• Enter any notes for the payment (optional) and select the Save Payment button.

Applying Unapplied Payments

You may notice from time to time that a payment already appears under an account but the payment has an unapplied amount. Click here for steps to apply an orphaned payment to an invoice.